We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

69 hedge funds and large institutions have $170M invested in abrdn Healthcare Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $146M → $170M (+$23.8M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 6869 (+1)

1.01% more ownership

Funds ownership: 19.37%20.38% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
30
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$912K +$70.4K +3,882 +9%
AF
27
Advisornet Financial
Minnesota
$750K -$9.06K -500 -1%
BTS
28
BB&T Securities
Virginia
$701K -$46K -2,536 -6%
MML Investors Services
29
MML Investors Services
Massachusetts
$646K +$165K +9,118 +36%
GC
30
Guggenheim Capital
Illinois
$579K +$120K +6,630 +27%
SFG
31
StrategIQ Financial Group
Indiana
$506K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$503K +$42.9K +2,367 +10%
AG
33
Advisor Group
Arizona
$473K +$10.7K +591 +2%
BC
34
Brinker Capital
Pennsylvania
$459K -$96.2K -5,306 -18%
1CP
35
1607 Capital Partners
Virginia
$459K +$444K +24,507 New
ASN
36
Advisory Services Network
Georgia
$452K -$834 -46 -0.2%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$437K +$422K +23,300 New
LPL Financial
38
LPL Financial
California
$409K -$2.66K -147 -0.7%
RJT
39
Raymond James Trust
Florida
$382K +$35.8K +1,978 +11%
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$357K -$994K -54,826 -74%
Millennium Management
41
Millennium Management
New York
$313K +$302K +16,677 New
DA
42
Doliver Advisors
Texas
$309K -$840K -46,376 -74%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$272K +$263K +14,521 New
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$251K +$27.2K +1,500 +13%
FAM
45
Formidable Asset Management
Ohio
$235K -$7.25K -400 -3%
CIA
46
Capital Investment Advisors
Georgia
$223K
FHA
47
Flagship Harbor Advisors
Massachusetts
$219K
SKK
48
Shepherd Kaplan Krochuk
Massachusetts
$210K +$203K +11,210 New
LCM
49
Landscape Capital Management
New Jersey
$209K -$19.9K -1,100 -9%
BW
50
Bison Wealth
Georgia
$206K

THQ Hedge Fund Activity: Q3 2018 in Review

69 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2018, worth a combined $170M — up 16% from $146M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new THQ positions and 9 closed out — a net gain of 1 holder — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.83M. The largest seller was Bank of Nova Scotia, cutting an estimated $994K.

  • 69 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2018, up from 68 in Q2 2018.
  • Funds reported $170M of abrdn Healthcare Opportunities Fund stock for Q3 2018, up 16% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2018 and 9 closed out, a net change of +1 holder.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2018 was Raymond James & Associates, an estimated $1.83M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2018 was Bank of Nova Scotia, an estimated $994K sold.

Based on aggregated 13F filings for Q3 2018.